Tax Minimization

While very few investments avoid taxes altogether, many allow you to defer paying them until retirement – when you may be in a lower tax bracket.← Back to Services

Tax Minimization Strategies

Rising taxes may be a concern for many individuals approaching retirement. It may be important to incorporate tax planning into your financial decisions.

Investing in or purchasing a tax-deferred vehicle means your money can compound interest for years, free from income taxes, potentially allowing it to earn interest at a faster rate. Few financial vehicles avoid taxes altogether. Insurance products only allow you to defer paying them until retirement — when you may be in a lower tax bracket.

Please note that withdrawals will reduce the contract value and the value of any protection benefits. Additional withdrawals taken within the contract withdrawal charge schedule will be subject to a withdrawal charge. All withdrawals are subject to ordinary income tax and, if taken prior to age 59½, may be subject to a 10 percent additional federal tax.

Your investment advisor is not permitted to offer, and no statement contained herein shall constitute tax or legal advice. You should consult a legal or tax professional on any such matters.

Strategies for Financial Independence

It is important to feel you have control over your future. At Yeisley Financial Group, we offer our experience and knowledge to design a specific plan of action that helps you work toward your financial independence.

To schedule a time to discuss your financial future and the possible role of insurance or investment products in your financial strategy, contact us at connect@yeisleyfinancial.com or call us at 316.719.2900 today!

Have Questions for Randy Yeisley?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

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We are a group of independent financial services firms dedicated to helping individuals create investment solutions and retirement strategies using a variety of financial planning tools customized to fit their needs and objectives. Yeisley Financial Group, Inc. provides insurance products and services. Yeisley Wealth Solutions, Inc. is a state registered investment advisor firm that provides investment advisory services. Yeisley Wealth Solutions may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. Yeisley Tax Solutions, Inc. provides tax preparation services. Our companies are headquartered in Wichita, Kansas and all companies are advertised to the public collectively as Yeisley Financial Group.

Information contained herein is believed to be accurate and reliable and is provided for informational purposes only. It is not intended to provide individualized investment, insurance, tax, accounting or legal advice and no specific recommendations are being made. Seek the advice of a qualified tax, legal and financial professional about your personal situation before making any investment decision. Any reference to a guarantee is dependent on the financial strength and claims paying ability of the issuing insurance company. Not FDIC insured. Investments can and do lose money. Nothing contained in this communication shall be construed or interpreted as an offer to buy or sell securities and no specific product, service or company is being solicited.

This website is limited to the dissemination of general information pertaining to our advisory and insurance services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of this website on the Internet should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation. Any subsequent, direct communication by one of our firms with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

Our firms do not make any representations or warranties as to the accuracy, timeliness, suitableness, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to our website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly.